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Broadridge
BR

Overview Fund Activity

626 hedge funds and large institutions have $11.1B invested in Broadridge in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 179 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+26
Holders Change %
+4.33%
% of All Funds
14.37%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
86
Increased
179
Reduced
245
Closed
54
Calls
$13.5M
Puts
$16.9M
Net Calls
-$3.38M
Net Calls Change
-$1.22M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
2
APG Asset Management
APG Asset Management
Netherlands
+$80.4M
3
Morgan Stanley
Morgan Stanley
New York
+$73.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$71M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$52.6M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$60.3M
2
Deutsche Bank
Deutsche Bank
Germany
-$52.3M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$49.5M
4
SAM
Southernsun Asset Management
Tennessee
-$37M
5
Fidelity International
Fidelity International
Bermuda
-$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
426
Financial Architects (New Jersey)
New Jersey
$353K -$8.12K -74 -2%
DBRC
427
D.B. Root & Company
Pennsylvania
$351K – – –
GT
428
Glenmede Trust
Pennsylvania
$350K – – –
CC
429
Courier Capital
New York
$348K -$28.7K -262 -8%
IFS
430
Ifrah Financial Services
Arkansas
$348K -$1.54K -14 -0.4%
WAM
431
Wealthspire Advisors (Maryland)
Maryland
$347K -$10.4K -95 -3%
AR
432
Advisory Research
Illinois
$340K +$340K +3,102 New
TSS
433
Two Sigma Securities
New York
$340K +$340K +3,102 New
LWAC
434
Laurel Wealth Advisors (California)
California
$337K -$21.4K -195 -6%
BTNA
435
Bremer Trust National Association
Minnesota
$333K -$17.2K -157 -5%
PHAM
436
Palisades Hudson Asset Management
Florida
$330K – – –
SWM
437
Segment Wealth Management
Texas
$329K -$4.71K -43 -1%
OWD
438
Osborn Williams & Donohoe
Ohio
$327K +$327K +2,980 New
AMIM
439
Aull & Monroe Investment Management
Alabama
$325K -$5.48K -50 -2%
IIC
440
Ironwood Investment Counsel
Arizona
$323K +$12.6K +200 +4%
OSAM
441
O'Shaughnessy Asset Management
Connecticut
$322K +$216K +1,971 +204%
AP
442
Appleton Partners
Massachusetts
$317K -$12.1K -110 -4%
BEAM
443
Baker Ellis Asset Management
Washington
$313K – – –
EWM
444
Evercore Wealth Management
New York
$311K – – –
Group One Trading
445
Group One Trading
Illinois
$304K +$304K +2,774 New
FM
446
Foster & Motley
Ohio
$301K +$301K +2,744 New
GI
447
GAMCO Investors
Connecticut
$299K +$299K +2,730 New
WA
448
Wheatland Advisors
Pennsylvania
$297K – – –
AT
449
Arden Trust
Delaware
$292K -$14.2K -130 -5%
AB
450
Atlas Brown
Kentucky
$291K – – –
16 17
18
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